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PrairieView Partners’s Energy Transfer Partners ET Stock Holding History

PrairieView Partners’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$5K – 376
2023
Q3 		$5K Hold
400
– – ﹤0.01% 314
2023
Q2 		$5K Buy
+400
New +$5.07K ﹤0.01% 363

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AA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PrairieView Partners's ET Position: Q4 2023 in Review

PrairieView Partners sold out of Energy Transfer Partners (ET) in Q4 2023, closing a stake of 400 shares — an estimated $5K sold.

PrairieView Partners first reported a position in ET in Q2 2023 and held it in 2 quarters. The position peaked at $5K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

  • PrairieView Partners reported no remaining Energy Transfer Partners position as of Q4 2023 after selling out during the quarter.
  • PrairieView Partners sold 400 Energy Transfer Partners shares in Q4 2023, an estimated $5K.
  • PrairieView Partners first reported a position in Energy Transfer Partners in Q2 2023 and held it in 2 quarters.
  • PrairieView Partners's Energy Transfer Partners position peaked at $5K in Q3 2023.
  • 1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on PrairieView Partners's 13F filing for Q4 2023, filed 26 Jan 2024.